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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $286,411 | $217,432+31.7% | $185,849+54.1% | $167,536+71.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.92% | 148.42%-133.5pp | 122.10%-107.2pp | 478.82%-463.9pp |
| Employer contribution / active EE | $14,554 | $5,875+147.7% | $5,169+181.6% | $4,839+200.8% |
| Participant deferral / active EE | $3,154 | $6,357-50.4% | $5,569-43.4% | $6,342-50.3% |
| Admin fee / account holder | $2,779 | $19,818-86.0% | $16,244-82.9% | $12,315-77.4% |